Portfolio (Quarterly)
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Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | CGNX | COGNEX CORP | Technology | 175.0 | $9K | 0.00% | NEW | — | $48.99 | +36.2% |
| 322 | OPRA | OPERA LTD | Communication Services | 600.0 | $9K | 0.00% | — | — | $14.26 | +27.3% |
| 323 | VOE | VANGUARD INDEX FDS | — | 46.0 | $8K | 0.00% | — | — | $184.28 | +5.7% |
| 324 | CEG | CONSTELLATION ENERGY CORP | Utilities | 30.0 | $8K | 0.00% | — | — | $279.93 | +3.1% |
| 325 | LSTA | LISATA THERAPEUTICS INC | Healthcare | 1,667.0 | $8K | 0.00% | — | — | $5.01 | -34.1% |
| 326 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 38.0 | $8K | 0.00% | NEW | — | $209.08 | +20.7% |
| 327 | WLDN | WILLDAN GROUP INC | Industrials | 100.0 | $8K | 0.00% | NEW | — | $76.56 | +21.7% |
| 328 | IXC | ISHARES TR | — | 132.0 | $8K | 0.00% | — | — | $57.61 | -6.6% |
| 329 | FTEK | FUEL TECH INC | Industrials | 6,000.0 | $7K | 0.00% | +1K | +20.0% | $1.22 | +23.8% |
| 330 | VTS | VITESSE ENERGY INC | Energy | 400.0 | $7K | 0.00% | — | — | $18.16 | -6.4% |
| 331 | RIO | RIO TINTO PLC | Basic Materials | 77.0 | $7K | 0.00% | — | — | $93.29 | +14.3% |
| 332 | — | COOPER COS INC | — | 100.0 | $7K | 0.00% | — | — | $71.50 | — |
| 333 | IXJ | ISHARES TR | — | 76.0 | $7K | 0.00% | — | — | $93.54 | +0.7% |
| 334 | AES | AES CORP | Utilities | 500.0 | $7K | 0.00% | — | — | $14.09 | +4.2% |
| 335 | ESGD | ISHARES TR | — | 73.0 | $7K | 0.00% | — | — | $95.62 | +8.3% |
| 336 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 1,000.0 | $7K | 0.00% | — | — | $6.95 | +56.4% |
| 337 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 112.0 | $7K | 0.00% | — | — | $61.84 | +7.5% |
| 338 | MNDY | MONDAY COM LTD | Technology | 100.0 | $7K | 0.00% | NEW | — | $69.11 | +10.6% |
| 339 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 152.0 | $7K | 0.00% | — | — | $43.06 | -2.8% |
| 340 | NFE | NEW FORTRESS ENERGY INC | Utilities | 10,000.0 | $6K | 0.00% | — | — | $0.59 | -1.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.2%
Financial Services
19.9%
Energy
17.1%
Industrials
14.9%
Healthcare
12.0%
Communication Services
3.9%
Consumer Cyclical
2.9%
Basic Materials
2.1%
Consumer Defensive
1.4%
Real Estate
0.3%